Lisa Capobianco is a financial advisor at Morgan Stanley with 25 years of industry experience. She has been with Morgan Stanley Smith Barney since 2009. Outside of advising, she serves as Secretary and Treasurer of WHITECAP Technologies, Inc., a telecommunications sales company. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a range of advisory programs, including tailored financial planning using structured discovery and firm-approved tools.

Robert Richard is a financial advisor at Stifel with 24 years of industry experience. He has held his current position at Stifel Nicolaus & Co. Inc. since 2012. Richard also serves as Deputy Treasurer for the Vista Endowment Fund, an organization that helps adults with disabilities. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling to support asset allocation and financial planning analyses.

Frank Adams III is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at VOYA Financial Advisors and co-owns CFP Associates, where he has been involved for over a decade. He also conducts business as a non-variable insurance agent, specializing in term insurance and fixed annuities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management along with research from LPL and third-party subadvisors.

Gerald Nearier is a financial advisor at Stifel with 46 years of industry experience. He has been with Stifel since 2007 and previously worked at Ryan Beck & Co. from 2004 to 2007. He holds Series 63 and Series 65 licenses and serves clients from Hamden, CT. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm utilizes a proprietary methodology developed by its Investment Strategy Group for investment analysis and asset allocation guidance.

Stephen Alfaro is a Financial Advisor at Merrill Lynch Wealth Management. In his role, he works with clients to develop strategies aimed at pursuing their short-, mid-, and long-term financial goals. He provides guidance on general investing, retirement planning, and preparing for unforeseen financial events. Additionally, he coordinates with Bank of America specialists to offer services related to banking, credit, home financing, and small business solutions. Stephen holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned his Bachelor's Degree from Syracuse University. His approach focuses on understanding what matters to clients and their families in order to create tailored financial strategies.

Cheryl Smith is a financial advisor with LPL Financial in Branford, CT, holding Series 63 and Series 66 credentials and 14 years of industry experience. She has been with LPL Financial since 2015 and also collaborates with Webster Bank and previously with Key Investment Services LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Jeffrey Rice is a financial advisor at Mass Mutual Investors Services with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Metlife Securities Inc. before joining MassMutual in 2016. In addition to his advisory role, he is also licensed as an insurance agent, selling individual and group life, health, and property/casualty insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses collaborative, annual planning engagements supported by firm-approved analytical tools and provides a range of event-driven and estate-related planning programs.

Keven Demott is a financial advisor at J.P. Morgan Securities with 18 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities and JPMorgan Chase Bank since 2007. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Keith Elis is a financial advisor with Raymond James Financial, holding a Series 66 designation and 22 years of industry experience. He has been with Raymond James Financial Services Advisors, Inc. since 2014. Elis is a 50% owner and partner of Smith and Elis, LLC, a support company related to his Raymond James branch. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Yuna LaRue is a Financial Consultant at Fidelity Investments, where she has been serving since 2024. In her role, she collaborates with clients to design and implement comprehensive strategies aimed at achieving their personal and financial goals. Her professional experience includes positions as a Planning Consultant and Relationship Manager at Fidelity Investments, spanning from 2021 to 2024. Prior to that, she worked as a Registered Representative at Ameriprise Financial Services, LLC from 2019 to 2021.

John Doris is a financial advisor with Stifel in Hamden, CT, holding Series 63 and Series 65 designations and possessing 29 years of industry experience. He has been with Stifel since 2007. Stifel serves a wide range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodologies developed by its Investment Strategy Group.

Jared Sumner is a Planning Consultant at Fidelity Investments, a role he has held since 2025. In this position, he collaborates with clients and their families to develop personalized financial plans that align investment strategies with their important financial goals. Jared emphasizes providing clear guidance on complex topics and helping clients understand their available options to support confident financial decision-making. Prior to his current role, Jared held several positions at Fidelity Investments, including Investment Consultant (2024-2025), Investment Solutions Representative II - Fixed Income Specialist (2023-2024), Investment Solutions Representative I (2022-2023), and Customer Relationship Advocate (2021-2022). These roles contributed to his experience and expertise in financial planning and investment solutions.

Spencer Rogers is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Deloitte, Bryant, Morgan Stanley, and Times Microwave Systems. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL Research and third-party subadvisors.

Richard Curtis Jr. is a Series 66-licensed financial advisor with UBS Financial Services in New Haven, CT, where he has worked since 2002. He has 24 years of industry experience. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining wealth management with institutional trading capabilities and a broad range of capital markets services. The firm uses proprietary research and model-based asset allocations to tailor investment plans to clients’ goals and risk tolerances.

Thomas Hutchison is a Wealth Management Advisor at Merrill Lynch Wealth Management in New Haven, Connecticut, and a founding partner of the GKH Group. He has been with Merrill since 1998 and brings over two decades of experience in investment and wealth planning. His practice focuses on areas including wealth transfer strategies, philanthropic giving, educational planning, wealth accumulation plans, executive stock options, estate planning services, portfolio management, education planning, family wealth management, liquidity management, philanthropic planning, sports and entertainment, tax minimization, and retirement income. Mr. Hutchison received his bachelor's degree in sociology from Yale University in 1994. Prior to his career in wealth management, he played professional baseball for two seasons with the Montreal Expos organization and worked for three seasons in the New York Mets front office as assistant director of player personnel. He holds the Certified Investment Management Analyst® (CIMA®) designation from the Investments & Wealth Institute™ in conjunction with the Wharton School. Additionally, he has been recognized on Barron's "Top 1,200 Financial Advisors" list from 2019 to 2025 and Forbes' "Best-in-State Wealth Advisors" list from 2020 to 2025. Outside of his professional work, Mr. Hutchison has served as Past President of the Yale Baseball Alumni Association and the Turkey Hill School Fathers Club of Orange, Connecticut. He is involved in coaching and supporting youth sports programs. Personal interests include baseball, basketball, fishing, football, reading, spending time with family, watching movies, and practicing yoga.

Glen Ketchian is a Financial Advisor with Merrill Lynch Wealth Management. He works closely with individuals, families, and business owners to help them navigate significant financial decisions and develop strategies aligned with their long-term objectives. His approach centers on building trust and clear communication to understand each client's unique goals. With over 30 years of business experience, Glen provides advice on various areas including retirement planning, wealth management, college education planning, managing new wealth, and tax minimization. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Glen earned a Bachelor's Degree from Rochester Institute of Technology. Outside of his professional work, he enjoys biking, boating, camping, skiing, spending time with his family, and traveling.

Anthony Passarello is a financial advisor with Morgan Stanley in New Haven, CT, holding Series 63 and Series 65 designations and bringing 55 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as a long tenure at Citigroup Global Markets dating back to 1993. Morgan Stanley Wealth Management provides advisory programs to both individual and institutional clients, offering tailored financial planning supported by structured discovery conversations and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers services that include a range of investment and estate planning strategies.

Joseph Mcdonagh is a financial advisor with LPL Financial in Hamden, CT, holding the ChFC® designation and securities licenses Series 63 and 65. He has 34 years of industry experience, including roles at Waddell & Reed and various insurance carriers. In addition to his advisory work, he has served as an election worker for the Town of Hamden. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides a range of advisory programs, financial planning, and brokerage services through a national network of investment adviser representatives.

Wendy Wheeler is a financial advisor at Morgan Stanley with 48 years of industry experience. She holds the Series 63 and Series 65 designations and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools combined with input from its Global Investment Committee to support client financial planning.

Daniel Buzzanca is a financial advisor at Cetera with 10 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at LPL Financial and People's United Advisors. He also serves as a Senior Wealth Manager at Economic Planning Group, a financial planning firm. Cetera Investment Advisers LLC is an SEC-registered firm that supports a broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with a network of over 10,000 advisors.